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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,698 | $51,466-88.9% | $78,778-92.8% | $62,293-90.9% |
| Participation rate | 30.8% | 59.8%-29.0pp | 69.2%-38.4pp | 69.5%-38.7pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $620 | $827-25.0% | $1,986-68.8% | $2,042-69.6% |
| Participant deferral / active EE | $1,068 | $2,147-50.3% | $2,958-63.9% | $3,169-66.3% |
| Admin fee / account holder | $13 | $489-97.4% | $5,134-99.8% | $479-97.4% |